Compare · 4 funds side by side · dividends reinvested

IWB, HAPI, IJR and VUG

IWBiShares×HAPIHarbor×IJRiShares×VUGVanguard×

Story of the four · Growth5Y$10,000 five years agoDividends reinvested · all four on one scale$16,962IWB · best of the four

02 / 04

IWB, HAPI, IJR and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

iShares Russell 1000 ETFUS Stock Styles · Large cap0.15%0.92%+11.4%+13.7%+21.9%+11.1%−8.9%13.8%$46.6B2.0

iShares Core S&P Small-Cap ETFUS Stock Styles · Small cap0.06%1.20%+19.3%+23.1%+17.5%+5.9%−9.7%16.4%$104B2.3

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.78%+10.4%+13.5%+21.8%[…]−8.1%12.9%$483M2.6

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.41%+4.2%+4.7%+22.9%+10.6%−15.1%19.1%$233B3.0

Rank among the four1st → 4thFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 9, 2026 · returns include dividends · since: IWB 2000 · HAPI 2022 · IJR 2000 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

Vanguard Morningstar Growth ETF · $233B$16,565

VUG

HAPI

Harbor Human Capital Factor US Large Cap ETF (HAPI) · $483M[…]

$10,000 five years ago, dividends reinvested · they hold 43.6% in common

VUGMeasureHAPI

+4.2%Year to dateJan 1 → Nov 9+10.4%

+4.7%1 yearTotal return+13.5%

+22.9%3 years · per year$10,000 became $18,569 · $18,077+21.8%

+10.6%5 years · per year$10,000 became $16,565 · […][…]

0.03%Expense ratio$3 · $35 a year on $10k · lower is better0.35%

0.41%Trailing 12-mo yield$41 · $78 a year on $10k0.78%

−15.1%Worst dropSmaller is better−8.1%

19.1%VolatilityLower is calmer12.9%

VUGHAPI Winner of the row, in its colourEach row: the bigger of the two fills its side

2–5HAPI wins

End-of-day Nov 9, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

VUG vs HAPI: Top 5 Holdings

Today

VUG

45.2%in top 5

HAPI

in top 527.4%

VUGStockHAPI

13.5%NVDA4.6%

12.5%AAPL6.2%

9.7%MSFT6.2%

not top 5AMZN6.0%

5.2%GOOGLnot top 5

not top 5META4.4%

4.3%AVGOnot top 5

Held in common43.6%

End-of-day Nov 9, 2026 · share of each fund

VUG vs HAPI Returns, Every Period

VanguardVUG

+4.7%

past year

HAPIHarbor

+13.5%

past year

VUGHAPIFaded: behind in that period

1–2HAPI wins

End-of-day Nov 9, 2026 · dividends in · faded = behind in that period

VUG vs IJR

YTD

VanguardVUG

+4.2%

IJRiShares

+19.3%

+4.2%Year to date+19.3%

−15.1%Worst drop · 1Y−9.7%

19.1%Volatility · 1Y16.4%

0.4%Yield1.2%

$233BAssets$104B

4–0IJR wins

End-of-day Nov 9, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: IWB, HAPI, IJR, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

IJR0.06%$6

IWB0.15%$15

HAPI0.35%$35

End-of-day Nov 9, 2026 · fee on $10,000 a year

Yields: IWB, HAPI, IJR, VUG

1.20%highest, IJR

FundTrailing yieldYield$10k

IJR1.20%$120

IWB0.92%$92

HAPI0.78%$78

VUG0.41%$41

End-of-day Nov 9, 2026 · trailing 12-month yield

Income After Fees on $10,000

$114most kept, IJR

IJR$120 − $6 = $114

IWB$92 − $15 = $77

HAPI$78 − $35 = $43

VUG$41 − $3 = $38

KeptFee

End-of-day Nov 9, 2026 · yield in dollars minus the fee

Overlap: IWB, HAPI, IJR, VUG

Today

52.0%most shared, IWB and VUG

IWBHAPIIJRVUG

IWB—48.3%0.4%52.0%

HAPI48.3%—0.1%43.6%

IJR0.4%0.1%—0.0%

VUG52.0%43.6%0.0%—

End-of-day Nov 9, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 4 ETFs

+23.1%IJR, at 16.4% volatility

HAPIWorst drop−8.1%12.9% vol

IWBWorst drop−8.9%13.8% vol

IJRWorst drop−9.7%16.4% vol

VUGWorst drop−15.1%19.1% vol

End-of-day Nov 9, 2026 · up and left is better

Paid More vs Made More

YTD

IJRIWB

+19.3%Year to date+11.4%

1.2%Yield0.9%

+23.1%Past year+13.7%

0.06%Fee0.15%

4–0IJR wins

End-of-day Nov 9, 2026

Popular Pairs Near These Four

VUG vs SCHG

YTD

VanguardVUG

+4.2%

SCHGSchwab

+4.8%

+4.2%Year to date+4.8%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$59.7B

1–1level

End-of-day Nov 9, 2026

SCHD vs VIG

YTD

SchwabSCHD

+33.1%

VIGVanguard

+14.8%

+33.1%Year to date+14.8%

3.0%Yield1.5%

$120BAssets$109B

2–0SCHD wins

End-of-day Nov 9, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+6.6%

JEPIJ.P. Morgan

+7.5%

+6.6%Year to date+7.5%

12.4%Yield7.9%

$40.7BAssets$45.2B

1–1level

End-of-day Nov 9, 2026